Skip to content
envelope
The Birch Lane Group of Raymond James
Menu
Home
Your Team
Your Team
Donna H. Colucci
Randall Watsek
Tricia Jones
Founders Legacy
About Raymond James
Why Work With a CFP & CFA
Our Clients
Our Clients
Business Owners
Corporate Executives
Families and Individuals
Healthcare Professionals
Pre-Retirees
Retirees
Our Difference
Our Difference
Vision & Principles
Financial Planning
Our Process
Investment Management
Insights
Insights
Newsletters
Resources
Event Webinars
How the Wealth Management Process Works
Connect
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
The Birch Lane Group
341 Route 202, Suite 1A
Somers, NY 10589-3244
T: 914.600.8203
F: 866.597.3934
TF: 866.729.8764
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Technology & Innovation
Topic
Sustainable Investing
Media
Article
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Read
Markets & Investing
Go green this holiday season
Simple ways make your celebrations more sustainable.
Read
Family & Lifestyle
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Read
Business Ownership
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Read
Estate & Giving
Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Read
Markets & Investing
Quick facts about the bright future of solar energy
Interest in solar energy is soaring — and for good reason.
Read
Technology & Innovation
Load more
Load more
